Moneta Group Investment Advisors’s Invesco S&P 500 Pure Growth ETF RPG Stock Holding History

Moneta Group Investment Advisors’s Portfolio RPG Stock Details RPG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$238K	Hold	5,095	–	–	﹤0.01%	715
2025 Q4	$238K	Hold	5,095	–	–	﹤0.01%	709
2025 Q3	$243K	Hold	5,095	–	–	﹤0.01%	692
2025 Q2	$233K	Buy	+5,095	New	+$209K	﹤0.01%	623
2025 Q1	–	Sell	-5,095	Closed	-$210K	–	700
2024 Q4	$210K	Hold	5,095	–	–	﹤0.01%	626
2024 Q3	$200K	Buy	+5,095	New	+$189K	﹤0.01%	619
2024 Q2	–	Sell	-5,665	Closed	-$208K	–	626
2024 Q1	$208K	Buy	+5,665	New	+$195K	﹤0.01%	569

Other funds holding RPG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

FSA

Financial Security Advisor Virginia Beach, Virginia $544M AUM 18.82% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

NEPWA

New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Moneta Group Investment Advisors's RPG Position: Q1 2026 in Review

Moneta Group Investment Advisors held its Invesco S&P 500 Pure Growth ETF (RPG) position steady in Q1 2026 at 5,095 shares worth $238K. The position accounts for ﹤0.01% of the portfolio, ranked #715.

Moneta Group Investment Advisors first reported a position in RPG in Q1 2024 and has held it in 7 quarters since. The position peaked at $243K in Q3 2025. 284 funds tracked by Wall St. Rank hold RPG as of Q1 2026.

Moneta Group Investment Advisors held 5,095 shares of Invesco S&P 500 Pure Growth ETF worth $238K as of Q1 2026.
Moneta Group Investment Advisors left its Invesco S&P 500 Pure Growth ETF share count unchanged in Q1 2026.
Invesco S&P 500 Pure Growth ETF made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #715 holding.
Moneta Group Investment Advisors first reported a position in Invesco S&P 500 Pure Growth ETF in Q1 2024 and has held it in 7 quarters since.
Moneta Group Investment Advisors's Invesco S&P 500 Pure Growth ETF position peaked at $243K in Q3 2025.
284 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Growth ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.